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Financial Operations Analyst
2 months ago
Culpeo HR is seeking a dedicated Investment and Operations Support Specialist to join a reputable professional services firm. In this role, you will collaborate closely with the finance team and the Chief Compliance Officer to conduct analyses, prepare client presentations, and compile essential client documentation.
Key Responsibilities:
- Utilize advanced skills in MS Suite, particularly in PowerPoint and Excel.
- Possess a background in Finance or Accounting, with relevant experience in wealth management and investment sectors.
- Demonstrate exceptional attention to detail and strong communication abilities.
- Work effectively as part of a team, particularly in a small business environment.
- Be prepared to engage in various administrative tasks as needed.
- Bring 3 to 5 years of relevant experience; individuals re-entering the workforce are encouraged to consider this opportunity.
- Applicants should be based in Connecticut.
This position offers a supportive culture characterized by integrity, mutual respect, and honesty. The compensation package is competitive, with a potential salary of up to $80,000, alongside guaranteed bonuses and excellent benefits.